Legacy Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Legacy Advisors, LLC held in its portfolio 287 assets valued at $930,990,414 (i.e. $930.99M).
The most valuable assets in the portfolio included: GMO ETF TRUST ($134.37M), MASTEC INC ($82.75M), and ISHARES TR ($40.75M).
The chart below shows the top 10 valuable assets, and the table below shows the top 287 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Legacy Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| GMO ETF TRUST | 3493784 | 134370933 | GMO US QUALITY E |
| MASTEC INC | 380708 | 82754498 | COM |
| ISHARES TR | 59494 | 40749615 | CORE S&P500 ETF |
| APPLE INC | 126601 | 34417650 | COM |
| ISHARES TR | 89307 | 33350806 | RUS 1000 ETF |
| ISHARES TR | 270302 | 32484942 | CORE S&P SCP ETF |
| SPDR S&P 500 ETF TR | 39879 | 27193999 | TR UNIT |
| VERTEX INC | 1343839 | 26836465 | CL A |
| ADVISORS INNER CIRCLE FD III | 835454 | 20707994 | GQG US EQUITY ET |
| ISHARES TR | 210902 | 20303497 | RUS MID CAP ETF |
| META PLATFORMS INC | 29120 | 19222004 | CL A |
| ALPHABET INC | 58982 | 18461218 | CAP STK CL A |
| MICROSOFT CORP | 31719 | 15339827 | COM |
| SELECT SECTOR SPDR TR | 102796 | 14799553 | STATE STREET TEC |
| VANGUARD INDEX FDS | 23312 | 14619387 | S&P 500 ETF SHS |
| AMAZON COM INC | 62024 | 14316380 | COM |
| VANGUARD INDEX FDS | 38405 | 12876044 | TOTAL STK MKT |
| BERKSHIRE HATHAWAY INC DEL | 23715 | 11920237 | CL B NEW |
| NVIDIA CORPORATION | 58598 | 10928435 | COM |
| INVESCO QQQ TR | 16491 | 10130749 | UNIT SER 1 |
| AMENTUM HOLDINGS INC | 9814289 | 9814597 | COM |
| MORGAN STANLEY ETF TRUST | 115572 | 9735774 | CALVERT US LARCP |
| SPDR S&P MIDCAP 400 ETF TR | 15922 | 9605624 | UTSER1 S&PDCRP |
| DIMENSIONAL ETF TRUST | 238363 | 9436791 | US CORE EQUITY 2 |
| ISHARES TR | 27418 | 9403551 | S&P 100 ETF |
| VANGUARD STAR FDS | 117655 | 8875893 | VG TL INTL STK F |
| ALPHABET INC | 29498 | 8480759 | CAP STK CL C |
| UBER TECHNOLOGIES INC | 100073 | 8177005 | COM |
| ISHARES TR | 16178 | 7657047 | RUS 1000 GRW ETF |
| BENTLEY SYS INC | 193986 | 7403468 | COM CL B |
| ROBLOX CORP | 86233 | 6987499 | CL A |
| JOHNSON & JOHNSON | 33677 | 6969528 | COM |
| TESLA INC | 13760 | 6188341 | COM |
| JPMORGAN CHASE & CO. | 17506 | 5640783 | COM |
| SCHWAB STRATEGIC TR | 205284 | 5630940 | US DIVIDEND EQ |
| FULTON FINL CORP PA | 281104 | 5487150 | COM |
| VANGUARD WHITEHALL FDS | 34446 | 4943690 | HIGH DIV YLD |
| MCDONALDS CORP | 13395 | 4093845 | COM |
| VANGUARD INDEX FDS | 13275 | 3852671 | MID CAP ETF |
| MERCADOLIBRE INC | 1869 | 3764491 | COM |
| ENTERPRISE PRODS PARTNERS L | 117385 | 3763359 | COM |
| ABBVIE INC | 15652 | 3576371 | COM |
| SPDR SERIES TRUST | 31160 | 3461684 | STATE STREET SPD |
| SPDR GOLD TR | 7788 | 3086462 | GOLD SHS |
| VANGUARD WHITEHALL FDS | 31351 | 2821590 | INTL HIGH ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 9062 | 2760919 | SPONSORED ADS |
| VANGUARD INDEX FDS | 10691 | 2757743 | SMALL CP ETF |
| BROADCOM INC | 7497 | 2594728 | COM |
| ABBOTT LABS | 19528 | 2446655 | COM |
| GOLDMAN SACHS ETF TR | 17980 | 2385957 | ACTIVEBETA US LG |
| ELI LILLY & CO | 2168 | 2329665 | COM |
| EXXON MOBIL CORP | 18565 | 2234112 | COM |
| SELECT SECTOR SPDR TR | 28528 | 2216017 | STATE STREET CON |
| WILLIAMS COS INC | 36782 | 2210994 | COM |
| VISA INC | 5933 | 2080694 | COM CL A |
| VANGUARD INDEX FDS | 6503 | 2047144 | LARGE CAP ETF |
| HCA HEALTHCARE INC | 4171 | 1947273 | COM |
| BANK AMERICA CORP | 35345 | 1943978 | COM |
| COSTCO WHSL CORP NEW | 2226 | 1919569 | COM |
| ISHARES TR | 15552 | 1916940 | S&P 500 GRWT ETF |
| PNC FINL SVCS GROUP INC | 9131 | 1905914 | COM |
| ISHARES TR | 7570 | 1863513 | RUSSELL 2000 ETF |
| AMPHENOL CORP NEW | 13585 | 1839222 | CL A |
| INTUITIVE SURGICAL INC | 3238 | 1833889 | COM NEW |
| ENERGY TRANSFER L P | 108912 | 1795959 | COM UT LTD PTN |
| SELECT SECTOR SPDR TR | 11566 | 1790370 | STATE STREET HEA |
| EQUIFAX INC | 7931 | 1720818 | COM |
| MASTERCARD INCORPORATED | 2954 | 1686276 | CL A |
| HIMS & HERS HEALTH INC | 51630 | 1676423 | COM CL A |
| ORACLE CORP | 8521 | 1660786 | COM |
| PEPSICO INC | 11423 | 1654717 | COM |
| AMERICAN EXPRESS CO | 4387 | 1622971 | COM |
| ALIBABA GROUP HLDG LTD | 11043 | 1618728 | SPONSORED ADS |
| VANGUARD INDEX FDS | 3315 | 1617256 | GROWTH ETF |
| ISHARES TR | 10867 | 1615814 | CORE S&P TTL STK |
| NVR INC | 211 | 1538774 | COM |
| ISHARES TR | 7257 | 1526437 | RUS 1000 VAL ETF |
| SPOTIFY TECHNOLOGY S A | 2622 | 1522622 | SHS |
| ISHARES TR | 22225 | 1491964 | MSCI ACWI EX US |
| ISHARES TR | 15500 | 1488420 | MSCI EAFE ETF |
| AMGEN INC | 4458 | 1459067 | COM |
| NETFLIX INC | 15501 | 1453357 | COM |
| DISNEY WALT CO | 12433 | 1423848 | COM |
| NORFOLK SOUTHN CORP | 4906 | 1416460 | COM |
| ISHARES TR | 6482 | 1374638 | S&P 500 VAL ETF |
| ISHARES TR | 20736 | 1368576 | CORE S&P MCP ETF |
| HOME DEPOT INC | 3855 | 1326506 | COM |
| VANGUARD INDEX FDS | 6874 | 1312865 | VALUE ETF |
| NANO NUCLEAR ENERGY INC | 53508 | 1284727 | COM |
| INNOVATOR ETFS TRUST | 31935 | 1256029 | US EQTY ULTRA B |
| ISHARES BITCOIN TRUST ETF | 25151 | 1248747 | SHS BEN INT |
| VANGUARD MUN BD FDS | 24747 | 1244527 | TAX EXEMPT BD |
| SERVICENOW INC | 8000 | 1225456 | COM |
| CHEVRON CORP NEW | 7708 | 1174776 | COM |
| INNOVATOR ETFS TRUST | 23537 | 1159197 | US EQTY BUF SEP |
| CNO FINL GROUP INC | 26968 | 1145331 | COM |
| WW GRAINGER INC | 1133 | 1143254 | COM |
| INVESCO EXCHANGE TRADED FD T | 15000 | 1125750 | S&P500 QUALITY |
| EMERSON ELEC CO | 8450 | 1121484 | COM |
| VANGUARD SCOTTSDALE FDS | 11177 | 1112335 | VNG RUS2000IDX |
| PROCTER AND GAMBLE CO | 7195 | 1031115 | COM |
| JANUS DETROIT STR TR | 20295 | 1026521 | HENDRSON AAA CL |
| LAM RESEARCH CORP | 5986 | 1026145 | COM NEW |
| VANGUARD WORLD FD | 1357 | 1022852 | INF TECH ETF |
| PROVIDENT FINL SVCS INC | 51689 | 1020858 | COM |
| APPLIED MATLS INC | 3968 | 1019736 | COM |
| BLACKSTONE INC | 6481 | 998981 | COM |
| COMCAST CORP NEW | 33101 | 989389 | CL A |
| TRUIST FINL CORP | 19989 | 983659 | COM |
| GE AEROSPACE | 3150 | 970282 | COM NEW |
| GOLDMAN SACHS ETF TR | 22902 | 954862 | ACCESS US AGRAT |
| WHITE MTNS INS GROUP LTD | 450 | 935114 | COM |
| ULTA BEAUTY INC | 1543 | 933530 | COM |
| ARCH CAP GROUP LTD | 9551 | 916132 | ORD |
| WALMART INC | 7871 | 878731 | COM |
| MERCK & CO INC | 8091 | 858499 | COM |
| SALESFORCE INC | 3221 | 854692 | COM |
| GILDAN ACTIVEWEAR INC | 13354 | 834091 | COM |
| TOAST INC | 23482 | 833846 | CL A |
| NEW JERSEY RES CORP | 17873 | 832792 | COM |
| MICRON TECHNOLOGY INC | 2908 | 830307 | COM |
| INTERNATIONAL BUSINESS MACHS | 2787 | 825484 | COM |
| PHILIP MORRIS INTL INC | 5079 | 822191 | COM |
| GE VERNOVA INC | 1256 | 820630 | COM |
| MARKEL GROUP INC | 369 | 793221 | COM |
| CIMPRESS PLC | 11903 | 792621 | SHS EURO |
| ASML HOLDING N V | 722 | 772439 | N Y REGISTRY SHS |
| VANGUARD BD INDEX FDS | 10189 | 754699 | TOTAL BND MRKT |
| BOEING CO | 3464 | 752104 | COM |
| STARBUCKS CORP | 8633 | 726985 | COM |
| SYNOPSYS INC | 1533 | 720081 | COM |
| DIGITAL RLTY TR INC | 4500 | 701626 | COM |
| EQUINIX INC | 909 | 696439 | COM |
| REINSURANCE GRP OF AMERICA I | 3345 | 680596 | COM NEW |
| ENOVA INTL INC | 4263 | 670144 | COM |
| VANGUARD WORLD FD | 2327 | 669827 | HEALTH CAR ETF |
| EDWARDS LIFESCIENCES CORP | 7833 | 667763 | COM |
| TJX COS INC NEW | 4226 | 649156 | COM |
| ISHARES INC | 9996 | 640744 | MSCI EURZONE ETF |
| DEERE & CO | 1360 | 633088 | COM |
| HONEYWELL INTL INC | 3209 | 626044 | COM |
| BECTON DICKINSON & CO | 3185 | 618121 | COM |
| PFIZER INC | 24451 | 608824 | COM |
| ISHARES TR | 4408 | 603632 | RUS MD CP GR ETF |
| ADVANCED MICRO DEVICES INC | 2808 | 601442 | COM |
| CADENCE DESIGN SYSTEM INC | 1913 | 597966 | COM |
| ZSCALER INC | 2601 | 585017 | COM |
| FISERV INC | 8660 | 581692 | COM |
| CISCO SYS INC | 7491 | 577032 | COM |
| OKLO INC | 8003 | 574295 | COM CL A |
| WELLS FARGO CO NEW | 6144 | 572621 | COM |
| S & T BANCORP INC | 14502 | 570654 | COM |
| THE CIGNA GROUP | 2055 | 565598 | COM |
| HUNTINGTON BANCSHARES INC | 32262 | 564739 | COM |
| CATERPILLAR INC | 976 | 559121 | COM |
| VANGUARD SPECIALIZED FUNDS | 2520 | 553770 | DIV APP ETF |
| MARSH & MCLENNAN COS INC | 2975 | 551922 | COM |
| DANAHER CORPORATION | 2390 | 547119 | COM |
| ISHARES TR | 2949 | 534388 | RUS 2000 VAL ETF |
| ISHARES TR | 2685 | 533217 | MSCI USA QLT FCT |
| VENTURE GLOBAL INC | 77279 | 527040 | COM CL A |
| INVESCO EXCHANGE TRADED FD T | 2743 | 525393 | S&P500 EQL WGT |
| RTX CORPORATION | 2858 | 524163 | COM |
| UNITED PARCEL SERVICE INC | 5236 | 519347 | CL B |
| FAIR ISAAC CORP | 301 | 508877 | COM |
| EATON CORP PLC | 1556 | 495602 | SHS |
| MPLX LP | 9275 | 495007 | COM UNIT REP LTD |
| PHREESIA INC | 29010 | 490849 | COM |
| MORGAN STANLEY | 2746 | 487497 | COM NEW |
| UNION PAC CORP | 2057 | 475921 | COM |
| VANGUARD INTL EQUITY INDEX F | 5677 | 474654 | FTSE EUROPE ETF |
| WASTE MGMT INC DEL | 2142 | 470619 | COM |
| GLOBAL X FDS | 10438 | 467772 | GLOBAL X URANIUM |
| AMERICAN TOWER CORP NEW | 2652 | 465612 | COM |
| GENERAL MTRS CO | 5695 | 463120 | COM |
| CORTEVA INC | 6505 | 436032 | COM |
| UNITEDHEALTH GROUP INC | 1298 | 428498 | COM |
| ISHARES TR | 3300 | 426228 | EXPND TEC SC ETF |
| NEUBERGER ENGY INFRSTR & INC | 50000 | 425000 | COM |
| ISHARES TR | 2667 | 420586 | MICRO-CAP ETF |
| VERIZON COMMUNICATIONS INC | 10284 | 418867 | COM |
| GOLDMAN SACHS GROUP INC | 475 | 417255 | COM |
| ISHARES TR | 4649 | 415873 | CORE MSCI EAFE |
| BROOKFIELD CORP | 8984 | 412703 | CL A LTD VT SH |
| MARVELL TECHNOLOGY INC | 4813 | 409009 | COM |
| PALO ALTO NETWORKS INC | 2220 | 408943 | COM |
| THERMO FISHER SCIENTIFIC INC | 702 | 407074 | COM |
| MOODYS CORP | 791 | 404082 | COM |
| ICON PLC | 2200 | 400884 | SHS |
| VANGUARD TAX-MANAGED FDS | 6415 | 400767 | VAN FTSE DEV MKT |
| PALANTIR TECHNOLOGIES INC | 2252 | 400274 | CL A |
| PUBLIC SVC ENTERPRISE GRP IN | 4947 | 397244 | COM |
| OREILLY AUTOMOTIVE INC | 4331 | 395031 | COM |
| BRISTOL-MYERS SQUIBB CO | 7283 | 392845 | COM |
| GITLAB INC | 10429 | 391400 | CLASS A COM |
| GOLDMAN SACHS ETF TR | 8869 | 382768 | ACTIVEBETA INT |
| AIR PRODS & CHEMS INC | 1544 | 381399 | COM |
| CROWDSTRIKE HLDGS INC | 783 | 367265 | CL A |
| QUALCOMM INC | 2143 | 366573 | COM |
| WISDOMTREE TR | 6225 | 365221 | US QUALITY GROW |
| DATADOG INC | 2662 | 362005 | CL A COM |
| GOLDMAN SACHS ETF TR | 7761 | 360438 | ACCESS INVT GR |
| DIMENSIONAL ETF TRUST | 5138 | 357964 | US SMALL CAP ETF |
| SCHWAB STRATEGIC TR | 13175 | 354537 | US LRG CAP ETF |
| KLA CORP | 291 | 353588 | COM NEW |
| NOVARTIS AG | 2524 | 347984 | SPONSORED ADR |
| HUBSPOT INC | 863 | 346322 | COM |
| ISHARES TR | 2183 | 336052 | U.S. BAS MTL ETF |
| CVS HEALTH CORP | 4225 | 335296 | COM |
| TOYOTA MOTOR CORP | 1537 | 329010 | ADS |
| V F CORP | 18064 | 326597 | COM |
| CAPITAL ONE FINL CORP | 1343 | 325484 | COM |
| LINDE PLC | 761 | 324483 | SHS |
| COPART INC | 8041 | 314805 | COM |
| PPL CORP | 8825 | 311450 | COM |
| US BANCORP DEL | 5763 | 310510 | COM NEW |
| PROFESIONALLY MANAGED PORTFO | 4722 | 309338 | AKRE FOCUS ETF |
| KKR & CO INC | 2422 | 308757 | COM |
| CME GROUP INC | 1115 | 304484 | COM |
| GENPACT LIMITED | 6500 | 304070 | SHS |
| SELECT SECTOR SPDR TR | 5447 | 298332 | STATE STREET FIN |
| M & T BK CORP | 1447 | 291542 | COM |
| VERISK ANALYTICS INC | 1295 | 289681 | COM |
| CONSTELLATION BRANDS INC | 2089 | 288267 | CL A |
| SHOPIFY INC | 1776 | 285888 | CL A SUB VTG SHS |
| WORKDAY INC | 1322 | 283939 | CL A |
| ISHARES TR | 2700 | 283500 | GLOBAL TECH ETF |
| TEXAS INSTRS INC | 1609 | 279145 | COM |
| KIMBERLY-CLARK CORP | 2724 | 278236 | COM |
| ISHARES TR | 857 | 276820 | RUS 2000 GRW ETF |
| ISHARES TR | 4250 | 276675 | US HLTHCARE ETF |
| VANGUARD INTL EQUITY INDEX F | 1960 | 276478 | TT WRLD ST ETF |
| AMERICAN INTL GROUP INC | 3200 | 273768 | COM NEW |
| ISHARES TR | 703 | 272054 | RUSSELL 3000 ETF |
| VANGUARD WORLD FD | 2038 | 272053 | FINANCIALS ETF |
| ISHARES TR | 1924 | 271553 | SELECT DIVID ETF |
| ALTRIA GROUP INC | 4508 | 264521 | COM |
| VANGUARD INDEX FDS | 1235 | 261561 | SM CP VAL ETF |
| COCA COLA CO | 3686 | 257723 | COM |
| CARDINAL HEALTH INC | 1251 | 257081 | COM |
| GOLDMAN SACHS ETF TR | 5935 | 252704 | ACTIVEBETA EME |
| BLACKROCK N Y MUN INCOME TRU | 24900 | 252486 | SH BEN INT |
| GOLDMAN SACHS ETF TR | 5091 | 251147 | ACCESS INFLATI |
| AT&T INC | 10035 | 249269 | COM |
| ISHARES INC | 3613 | 242867 | CORE MSCI EMKT |
| FLUSHING FINL CORP | 16000 | 242720 | COM |
| VANGUARD INDEX FDS | 2729 | 241489 | REAL ESTATE ETF |
| BANKUNITED INC | 5400 | 240678 | COM |
| T-MOBILE US INC | 1178 | 239181 | COM |
| ACCENTURE PLC IRELAND | 891 | 239055 | SHS CLASS A |
| CUMMINS INC | 466 | 237870 | COM |
| GOLDMAN SACHS ETF TR | 5155 | 237669 | ACTIVEBETA EUR |
| ISHARES TR | 2311 | 236970 | CORE S&P US VLU |
| ISHARES TR | 1680 | 236964 | RUS MDCP VAL ETF |
| SOUTHERN CO | 2685 | 234132 | COM |
| CONSTELLATION ENERGY CORP | 659 | 232804 | COM |
| ISHARES TR | 1680 | 229682 | MSCI USA VALUE |
| DYCOM INDS INC | 679 | 229434 | COM |
| VANGUARD INTL EQUITY INDEX F | 3116 | 229213 | ALLWRLD EX US |
| ISHARES TR | 1340 | 225040 | CORE S&P US GWT |
| CGI INC | 2433 | 225005 | CL A SUB VTG |
| ARGAN INC | 716 | 224337 | COM |
| CITIZENS FINL GROUP INC | 3800 | 221958 | COM |
| INTUIT | 327 | 216910 | COM |
| ZOETIS INC | 1702 | 214146 | CL A |
| PARKER-HANNIFIN CORP | 242 | 212708 | COM |
| CAMECO CORP | 2307 | 211067 | COM |
| DUKE ENERGY CORP NEW | 1792 | 210040 | COM NEW |
| BLACKROCK INC | 195 | 208716 | COM |
| MSCI INC | 363 | 208264 | COM |
| VANGUARD ADMIRAL FDS INC | 464 | 206290 | 500 GRTH IDX F |
| ISHARES TR | 4915 | 206078 | GLOBAL ENERG ETF |
| MONSTER BEVERAGE CORP NEW | 2630 | 201642 | COM |
| VANGUARD SCOTTSDALE FDS | 3610 | 201439 | LONG TERM TREAS |
| TARGA RES CORP | 1089 | 200921 | COM |
| LOWES COS INC | 830 | 200163 | COM |
| NUSCALE PWR CORP | 13140 | 186194 | CL A COM |
| INVESCO VALUE MUN INCOME TR | 12080 | 148826 | COM |
| BLACKROCK CORPOR HI YLD FD I | 14699 | 130821 | COM |
| EVOLV TECHNOLOGIES HLDNGS IN | 10670 | 76397 | COM CL A |
| PIONEER PWR SOLUTIONS INC | 16025 | 75798 | COM NEW |
| INTENSITY THERAPEUTICS INC | 153447 | 62944 | COM |
| WIPRO LTD | 21066 | 59827 | SPON ADR 1 SH |
| SANGOMA TECHNOLOGIES CORP | 10000 | 50269 | COM NEW |
| NET POWER INC | 16393 | 37376 | COM CL A |
| ORIGIN AGRITECH LIMITED | 20771 | 23056 | SHS NEW |
| NINE ENERGY SERVICE INC | 29042 | 10040 | COM |
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